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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,586 | $90,486+330.6% | $78,676+395.2% | $273,972+42.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.35% | 75.62%-74.3pp | 62.19%-60.8pp | 41.46%-40.1pp |
| Employer contribution / active EE | $7,867 | $3,175+147.8% | $2,850+176.0% | $4,869+61.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,867 | $5,263-26.5% | $4,510-14.3% | $10,133-61.8% |